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PERSONAL SERVICES

Accounting and Advisory Services to Improve Your Financial Position

At MRZ, we’re passionate about helping entrepreneurial and growth-minded individuals improve their financial positions. We address complex financial needs with a comprehensive set of services, each backed by a team of technical and strategic accounting professionals ready to help you reach your goals. Explore our personal accounting services below.

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MRZ Personal Services

Tax Planning and Preparation
Our tax preparation services team will work with you to create and execute a thorough and personalized tax plan.

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Estate Tax Planning
Our estate planning services help prepare you for a strong financial future and minimize your tax liabilities so you keep more of what you’ve earned.

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Personal Financial Statements
Do you need proof of your net worth to apply for a loan or line of credit? Our team can assist you with personal financial statement preparation.

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Integrated Financial Services
MRZ solves complex investment, tax, estate and business planning needs with a comprehensive, holistic financial services plan.

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MRZ is here to help fulfill your

Business financial needs

Our team understands success in your business and personal life are one and the same. We will work with you to create and execute a thorough and personalized tax plan that aligns with your business and personal goals.
MRZ ACCOUNTING SERVICES

MRZ Financial offers Investment Advisory services through United Capital Financial Advisers, LLC (“United Capital”), a registered investment adviser.  Information pertaining to MRZ Financial ‘s investment advisory operations, services, and fees is set forth in United Capital ’s current Form ADV Brochure, a copy of which is available 
here and atwww.adviserinfo.sec. gov. United Capital is a separate and unrelated company from MRZ and its affiliates. 
 
United Capital does not provide tax or legal advice.  Advisers are not attorneys. Estate planning can involve a complex web of tax rules and regulations. Consider the counsel of an experienced legal professional before implementing any strategy.